National Wealth Management Group’s First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF FPXI Stock Holding History

National Wealth Management Group’s Portfolio FPXI Stock Details FPXI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$249K	Buy	+2,974	New	+$220K	0.08%	198
2025 Q1	–	Sell	-5,643	Closed	-$266K	–	159
2024 Q4	$266K	Sell	5,643 -511	-8%	-$25K	0.18%	115
2024 Q3	$298K	Sell	6,154 -1,012	-14%	-$47.8K	0.2%	116
2024 Q2	$337K	Sell	7,166 -501	-7%	-$23.3K	0.26%	85
2024 Q1	$354K	Sell	7,667 -291	-4%	-$12.8K	0.28%	96
2023 Q4	$336K	Sell	7,958 -1,869	-19%	-$74.2K	0.33%	94
2023 Q3	$378K	Sell	9,827 -100	-1%	-$4.02K	0.41%	82
2023 Q2	$406K	Sell	9,927 -546	-5%	-$21.7K	0.42%	76
2023 Q1	$410K	Sell	10,473 -1,490	-12%	-$59.9K	0.47%	68
2022 Q4	$465K	Sell	11,963 -2,453	-17%	-$91.9K	0.56%	51
2022 Q3	$515K	Sell	14,416 -7,602	-35%	-$314K	0.67%	36
2022 Q2	$954K	Sell	22,018 -1,522	-6%	-$68K	1.2%	19
2022 Q1	$1.15M	Sell	23,540 -7,119	-23%	-$362K	1.11%	24
2021 Q4	$1.77M	Buy	+30,659	New	+$1.92M	1.65%	15

Other funds holding FPXI

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

National Wealth Management Group's FPXI Position: Q2 2026 in Review

National Wealth Management Group opened a new position in First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF (FPXI) in Q2 2026: 2,974 shares worth $249K. The stake represents 0.08% of the portfolio and ranks #198 among its holdings. This is a return to the name: National Wealth Management Group previously reported a position in FPXI as recently as Q4 2024.

National Wealth Management Group first reported a position in FPXI in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.77M in Q4 2021. 91 funds tracked by Wall St. Rank hold FPXI as of Q2 2026.

National Wealth Management Group held 2,974 shares of First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF worth $249K as of Q2 2026.
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF was a new National Wealth Management Group position in Q2 2026.
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF made up 0.08% of National Wealth Management Group's portfolio in Q2 2026, its #198 holding.
National Wealth Management Group first reported a position in First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF in Q4 2021 and has held it in 14 quarters since.
National Wealth Management Group's First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF position peaked at $1.77M in Q4 2021.
91 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.